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Foundations Investment Advisors

Latest statistics and disclosures from Foundations Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IVW, IVE, SOXX, IUSB, and represent 14.83% of Foundations Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV (+$196M), Horizon Fds (+$195M), HBTA (+$82M), IALT (+$77M), VCR (+$64M), IUSB (+$56M), EFG (+$48M), VUG (+$47M), MP (+$45M), XLC (+$36M).
Started 185 new stock positions in PGR, Innovator Etfs Trust, CBRS, IAPR, RBRK, SEZL, PSFF, PSI, GRMN, DXYZ.
Reduced shares in these 10 stocks: AEMS (-$149M), AESR (-$90M), QUAL (-$89M), EFV (-$79M), IHE (-$68M), CIEN (-$64M), RPHS (-$43M), IAGG (-$37M), SOXX (-$33M), IEMG (-$32M).
Sold out of its positions in AMLP, ACHV, QPX, OCTW, NVBU, OCTU, NVBW, AKAM, PINE, AWK.
Foundations Investment Advisors was a net buyer of stock by $754M.
Foundations Investment Advisors has $9.7B in assets under management (AUM), dropping by 20.38%.
Central Index Key (CIK): 0001743404

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Portfolio Holdings for Foundations Investment Advisors

Foundations Investment Advisors holds 1198 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Foundations Investment Advisors has 1198 total positions. Only the first 250 positions are shown.

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Download the Foundations Investment Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	3.8	$367M	+114%	491k	748.88	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.4	$332M	+5%	2.4M	137.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.9	$278M	+10%	1.2M	227.06	View chart
Ishares Tr Ishares Semicdtr (SOXX)	2.4	$233M	-12%	364k	640.76	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.4	$231M	+32%	5.0M	46.15	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.1	$202M	+10%	3.0M	68.01	View chart
Horizon Fds Anfield Us Eqty	2.0	$195M	NEW	9.4M	20.75	View chart
NVIDIA Corporation (NVDA)	1.9	$180M	+6%	901k	200.09	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	1.8	$172M	+26%	1.6M	107.13	View chart
Apple (AAPL)	1.4	$136M	+6%	470k	289.36	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	1.3	$127M	+9%	3.5M	36.60	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.2	$121M	-20%	352k	342.84	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	1.2	$114M	-10%	2.2M	52.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$113M	+18%	316k	357.37	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	1.1	$106M	+21%	731k	144.86	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$104M	-23%	1.3M	82.84	View chart
Microsoft Corporation (MSFT)	1.0	$101M	+12%	270k	373.02	View chart
Vertiv Holdings Com Cl A (VRT)	1.0	$101M	+12%	301k	334.83	View chart
Horizon Fds Expedition Plus (HBTA)	0.8	$82M	NEW	2.5M	32.69	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$82M	-18%	109k	746.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$81M	-7%	110k	736.56	View chart
Morgan Stanley Com New (MS)	0.8	$79M	+8%	379k	209.03	View chart
Eli Lilly & Co. (LLY)	0.8	$79M	+10%	66k	1199.47	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.8	$78M	+165%	624k	124.42	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.8	$77M	-22%	842k	91.64	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.8	$77M	-3%	1.8M	43.11	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.8	$77M	NEW	2.7M	28.05	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.8	$76M	+5%	38k	1989.44	View chart
Amazon (AMZN)	0.8	$74M	+4%	312k	238.34	View chart
JPMorgan Chase & Co. (JPM)	0.8	$74M	+7%	227k	327.33	View chart
Citigroup Com New (C)	0.8	$74M	-14%	530k	139.96	View chart
Goldman Sachs (GS)	0.8	$73M	+7%	72k	1011.36	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$71M	-52%	926k	76.55	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.7	$71M	+5%	1.6M	44.36	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.7	$67M	+19%	2.1M	31.78	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.7	$67M	+80%	2.9M	22.78	View chart
Exchange Listed Fds Tr Etc Cabana Targt (TDSC)	0.7	$66M	-5%	2.4M	27.75	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.7	$65M	+49%	588k	110.35	View chart
Vanguard World Consum Dis Etf (VCR)	0.7	$64M	+13839%	161k	396.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$62M	+6%	90k	686.81	View chart
Robinhood Mkts Com Cl A (HOOD)	0.6	$62M	-4%	619k	100.28	View chart
Ciena Corp Com New (CIEN)	0.6	$62M	-50%	126k	490.56	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$61M	-16%	167k	368.38	View chart
Exchange Listed Fds Tr Etc Cabana Targt (CLSM)	0.6	$61M	-5%	2.2M	27.55	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$57M	+506%	659k	86.14	View chart
Doubleline Etf Trust Oppo Core Bd Etf (DBND)	0.5	$53M	+20%	1.2M	45.59	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$53M	+11%	559k	94.52	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$52M	+10%	691k	75.51	View chart
Ishares Tr Select Us Reit (ICF)	0.5	$52M	+8%	763k	67.63	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	0.5	$51M	+5%	625k	81.98	View chart
Oracle Corporation (ORCL)	0.5	$50M	+2%	344k	146.55	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.5	$49M	+7%	484k	100.35	View chart
Doubleline Etf Trust Commercial Real (DCRE)	0.5	$48M	+18%	934k	51.80	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.5	$47M		1.4M	34.27	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$47M	+8%	530k	89.20	View chart
Two Rds Shared Tr Anfield Dynamic (ADFI)	0.5	$46M		5.4M	8.49	View chart
Mp Materials Corp Com Cl A (MP)	0.5	$46M	+4787%	819k	56.01	View chart
Meta Platforms Cl A (META)	0.5	$44M	+5%	79k	563.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$44M	+18%	119k	370.04	View chart
Raytheon Technologies Corp (RTX)	0.4	$43M	+15%	229k	189.74	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$42M	-67%	192k	219.43	View chart
Palo Alto Networks (PANW)	0.4	$40M	+2%	116k	341.02	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.4	$39M	+6%	212k	185.23	View chart
Ssga Active Tr St Str Total Etf (STOT)	0.4	$39M	+11%	829k	47.06	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.4	$38M	+20%	767k	49.09	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$34M	+5%	423k	81.06	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.3	$34M	NEW	673k	50.29	View chart
Cerebras Systems Com Cl A (CBRS)	0.3	$34M	NEW	152k	221.00	View chart
Southern Company (SO)	0.3	$33M	+14%	347k	95.71	View chart
Visa Com Cl A (V)	0.3	$33M	+8%	96k	343.11	View chart
Altria (MO)	0.3	$33M	+11%	456k	71.95	View chart
Exchange Listed Fds Tr Etc Cabana Targt (TDSB)	0.3	$32M	-5%	1.3M	24.54	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$30M	+12%	502k	58.98	View chart
Echostar Corp Cl A	0.3	$30M	NEW	291k	101.50	View chart
Exxon Mobil Corporation (XOM)	0.3	$29M	+8%	213k	136.72	View chart
Doubleline Etf Trust Shil Cap U S Etf (CAPE)	0.3	$29M	+21%	889k	32.44	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.3	$29M	+2%	577k	49.89	View chart
Williams Companies (WMB)	0.3	$29M	+11%	387k	74.34	View chart
Pacer Fds Tr Arist High Etf (FLRT)	0.3	$29M	+4%	616k	46.63	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$29M	+8%	346k	82.65	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.3	$28M	+13%	291k	95.98	View chart
Doubleline Etf Trust Mult Sec Inc Etf (DMX)	0.3	$28M	+29%	554k	50.24	View chart
Strategy Cl A New (MSTR)	0.3	$28M	+4%	318k	86.93	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.3	$28M		159k	173.52	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.3	$27M	+9%	389k	69.50	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$27M	+5%	724k	37.26	View chart
International Business Machines (IBM)	0.3	$27M	+22%	95k	281.18	View chart
Cheniere Energy Com New (LNG)	0.3	$27M	+11%	112k	239.02	View chart
Philip Morris International (PM)	0.3	$26M	+13%	146k	180.91	View chart
Vanguard Wellington Us Quality (VFQY)	0.3	$26M	+7%	155k	170.27	View chart
Doubleline Etf Trust Commo Strat Etf (DCMT)	0.3	$26M	+5%	845k	30.90	View chart
Mastercard Incorporated Cl A (MA)	0.3	$26M	+13%	51k	513.63	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$25M	+9%	757k	33.29	View chart
Broadcom (AVGO)	0.3	$25M	+7%	65k	377.73	View chart
Vanguard Wellington Us Minimum (VFMV)	0.3	$24M	+7%	175k	139.36	View chart
Lam Research Corp Com New (LRCX)	0.2	$24M	-2%	55k	433.35	View chart
Doubleline Etf Trust Fort 500 Equ Etf (DFVE)	0.2	$24M	+18%	668k	35.88	View chart
Vale S A Sponsored Ads (VALE)	0.2	$23M	+10%	1.5M	15.04	View chart
Aim Etf Products Trust Allianzim Eq Buf (JULU)	0.2	$22M	NEW	692k	32.09	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$22M	+5%	230k	96.48	View chart
Tesla Motors (TSLA)	0.2	$22M	+9%	52k	420.60	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$22M	+25%	185k	117.67	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$21M	+716%	179k	119.52	View chart
Public Service Enterprise (PEG)	0.2	$21M	+22%	262k	81.16	View chart
Verizon Communications (VZ)	0.2	$21M	+14%	501k	42.34	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$21M		400k	52.34	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$21M	+6%	606k	33.84	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	0.2	$20M		287k	70.92	View chart
Spdr Series Trust St Str Sp Home (XHB)	0.2	$20M	NEW	175k	115.56	View chart
Bhp Billiton Sponsored Ads (BHP)	0.2	$20M	+6%	240k	83.31	View chart
Horizon Fds Managed Risk Etf (SFTY)	0.2	$20M	NEW	644k	30.76	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.2	$20M	+5%	492k	40.15	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.2	$20M	+14%	202k	97.60	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$19M	+18%	146k	133.25	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$19M		155k	124.76	View chart
Emerson Electric (EMR)	0.2	$19M	+19%	134k	143.16	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.2	$19M	+5%	522k	36.53	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$19M	-24%	347k	53.47	View chart
Vistra Energy (VST)	0.2	$18M	+1570%	116k	158.63	View chart
salesforce (CRM)	0.2	$18M	+3%	116k	156.66	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$18M		60k	302.97	View chart
Sempra Energy (SRE)	0.2	$18M	+15%	192k	92.71	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$18M	+434%	201k	87.91	View chart
Procter & Gamble Company (PG)	0.2	$18M	+9%	120k	146.65	View chart
Amgen (AMGN)	0.2	$18M	+13%	49k	362.10	View chart
Ishares Tr Long Term Muni (LMUB)	0.2	$18M	+32%	341k	51.22	View chart
Ishares Tr Us Trsprtion (IYT)	0.2	$17M	NEW	201k	86.75	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$17M	-11%	298k	58.20	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.2	$17M		264k	65.54	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$17M	+5%	36k	477.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$17M	-6%	34k	500.39	View chart
At&t (T)	0.2	$17M	+19%	816k	20.70	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$17M	+15%	331k	50.39	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.2	$17M	NEW	92k	179.53	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$17M	-15%	213k	77.23	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.2	$16M	+8%	176k	92.98	View chart
Gilead Sciences (GILD)	0.2	$16M	+16%	127k	126.35	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.2	$16M	+3%	351k	45.75	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$16M	+2473%	71k	225.49	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.2	$16M	+6%	211k	73.35	View chart
Advanced Micro Devices (AMD)	0.2	$15M		26k	580.91	View chart
Micron Technology (MU)	0.2	$15M	-5%	13k	1154.39	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$14M	+767%	132k	109.07	View chart
Wal-Mart Stores (WMT)	0.1	$14M	+9%	126k	113.26	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$14M	-4%	315k	44.35	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$14M	-14%	137k	100.67	View chart
D-wave Quantum (QBTS)	0.1	$14M	+2%	570k	23.99	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.1	$14M	+53%	580k	23.44	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$14M	+7%	315k	43.14	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$13M	+28%	649k	20.37	View chart
Costco Wholesale Corporation (COST)	0.1	$13M	+2%	14k	935.51	View chart
Valero Energy Corporation (VLO)	0.1	$13M	+5%	49k	260.46	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$13M	+3%	310k	40.64	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$13M	+6%	130k	95.62	View chart
Global X Fds Global X Uranium (URA)	0.1	$12M	+16%	283k	43.70	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$12M	+26%	35k	353.28	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$12M	+2%	41k	300.45	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$12M		242k	49.78	View chart
Abbvie (ABBV)	0.1	$12M	-26%	48k	251.65	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$12M	+530%	149k	79.97	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$12M	-10%	145k	82.11	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$12M	+6%	127k	93.25	View chart
Ea Series Trust Strive 1000 Div (STXD)	0.1	$12M	+6%	295k	39.79	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$12M	+3%	316k	36.84	View chart
Doubleline Etf Trust Asse Ba Secs Etf (DABS)	0.1	$11M	+65%	224k	50.68	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$11M	-44%	58k	190.52	View chart
Palantir Technologies Cl A (PLTR)	0.1	$11M	+8%	94k	116.67	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$11M	+10%	216k	50.49	View chart
Chevron Corporation (CVX)	0.1	$11M	+8%	64k	165.76	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$10M		141k	73.26	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$10M		117k	87.88	View chart
Enterprise Products Partners (EPD)	0.1	$9.9M	+4%	271k	36.76	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$9.8M	+3%	130k	75.79	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$9.8M	-38%	184k	53.11	View chart
Horizon Fds Anfield Universl	0.1	$9.6M	NEW	1.0M	9.40	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$9.6M	+32%	61k	158.03	View chart
Rocket Lab Corp (RKLB)	0.1	$9.6M	-3%	94k	101.65	View chart
Caterpillar (CAT)	0.1	$9.3M	+13%	8.7k	1064.90	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$9.3M	+639%	91k	102.16	View chart
Cloudflare Cl A Com (NET)	0.1	$9.1M		37k	245.28	View chart
Iren Ordinary Shares (IREN)	0.1	$9.0M	+11%	197k	45.73	View chart
Dell Technologies CL C (DELL)	0.1	$8.9M	+2%	21k	431.42	View chart
Ea Series Trust Strive 500 Etf (STXF)	0.1	$8.6M	+7%	179k	48.30	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$8.5M	+27%	13k	655.88	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$8.5M	+7%	82k	103.96	View chart
Oklo Com Cl A (OKLO)	0.1	$8.5M	+11%	162k	52.33	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$8.3M	+881%	276k	30.17	View chart
Home Depot (HD)	0.1	$8.3M	+4%	24k	352.69	View chart
Applied Materials (AMAT)	0.1	$8.2M		11k	723.05	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$8.2M	-33%	153k	53.61	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$8.2M	+8%	92k	88.72	View chart
UnitedHealth (UNH)	0.1	$8.1M	+5%	20k	415.64	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$8.0M	+3%	37k	217.93	View chart
Johnson & Johnson (JNJ)	0.1	$7.9M	+18%	31k	253.97	View chart
Direxion Shares Etf Trust Direxion Hcm (HCMT)	0.1	$7.9M		187k	41.94	View chart
Spdr Series Trust St Str Corpo Etf (SPBO)	0.1	$7.8M	+14%	270k	29.04	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$7.8M		47k	164.27	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.1	$7.8M	+17%	268k	29.01	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$7.7M	+14%	263k	29.43	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.1	$7.6M	+33%	77k	98.25	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$7.6M	+2%	104k	72.90	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.1	$7.5M	+24%	222k	33.87	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$7.5M	+23%	132k	56.48	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$7.2M	+22%	67k	107.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$7.1M		100k	71.25	View chart
Ea Series Trust Strive Sml Cap (STXK)	0.1	$7.0M	+6%	180k	38.81	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$7.0M	+24%	88k	79.42	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$7.0M	+2%	115k	60.79	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$6.9M	+6%	282k	24.66	View chart
McDonald's Corporation (MCD)	0.1	$6.9M	+14%	26k	270.31	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$6.9M	-57%	73k	94.57	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$6.8M		34k	199.81	View chart
Doubleline Etf Trust Secur Cr Etf (DSCO)	0.1	$6.7M	NEW	269k	24.93	View chart
American Express Company (AXP)	0.1	$6.7M	-4%	20k	338.23	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$6.6M	+32%	45k	148.31	View chart
Vanguard World Utilities Etf (VPU)	0.1	$6.6M	+4%	34k	195.73	View chart
Cameco Corporation (CCJ)	0.1	$6.4M	+179%	63k	101.86	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$6.4M	+37%	40k	158.66	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$6.2M	+637%	69k	90.60	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$6.2M	+818%	51k	121.42	View chart
Vanguard World Energy Etf (VDE)	0.1	$6.2M	-15%	41k	150.13	View chart
Applovin Corp Com Cl A (APP)	0.1	$6.1M	+7%	12k	515.23	View chart
Infleqtion Com Shs (INFQ)	0.1	$5.9M	+93%	446k	13.32	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$5.9M	-7%	61k	96.46	View chart
Sandisk Corp (SNDK)	0.1	$5.9M	+39%	2.6k	2273.73	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$5.8M	+11%	128k	45.49	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$5.8M	+65%	182k	31.71	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$5.7M	-12%	138k	41.68	View chart
Marriott Intl Cl A (MAR)	0.1	$5.7M	+9%	16k	370.58	View chart
Vanguard World Industrial Etf (VIS)	0.1	$5.7M	+4%	16k	360.38	View chart
Ares Capital Corporation (ARCC)	0.1	$5.7M	-8%	306k	18.53	View chart
Marathon Digital Holdings In (MARA)	0.1	$5.5M		398k	13.89	View chart
Celestica (CLS)	0.1	$5.5M	+30%	15k	364.84	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$5.5M	-6%	121k	45.52	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$5.5M	-65%	121k	45.34	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.1	$5.5M	+17%	182k	30.01	View chart
Ge Vernova (GEV)	0.1	$5.4M	+9%	4.6k	1174.82	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$5.4M	+591%	340k	15.88	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.1	$5.3M	+12%	79k	67.58	View chart
Freeport Mcmoran CL B (FCX)	0.1	$5.3M	+6%	85k	62.89	View chart
Ge Aerospace Com New (GE)	0.1	$5.3M		14k	373.74	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$5.3M	+14%	21k	252.23	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$5.2M	+87%	99k	53.09	View chart
Lockheed Martin Corporation (LMT)	0.1	$5.2M		10k	509.42	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$5.2M	+77%	91k	56.79	View chart
Vanguard World Financials Etf (VFH)	0.1	$5.2M	+5%	39k	131.60	View chart
DNP Select Income Fund (DNP)	0.1	$5.1M	+4%	475k	10.79	View chart
Coca-Cola Company (KO)	0.1	$5.1M	-3%	63k	81.27	View chart
Coinbase Global Com Cl A (COIN)	0.1	$5.0M	+10%	34k	146.19	View chart
Intel Corporation (INTC)	0.1	$5.0M	+40%	36k	139.62	View chart

Past Filings by Foundations Investment Advisors

SEC 13F filings are viewable for Foundations Investment Advisors going back to 2018

Foundations Investment Advisors 2026 Q2 filed Aug. 14, 2026
Foundations Investment Advisors 2026 Q1 filed May 11, 2026
Foundations Investment Advisors 2025 Q4 filed Feb. 10, 2026
Foundations Investment Advisors 2025 Q3 filed Nov. 3, 2025
Foundations Investment Advisors 2025 Q2 filed Aug. 8, 2025
Foundations Investment Advisors 2025 Q1 filed May 7, 2025
Foundations Investment Advisors 2024 Q4 filed Jan. 22, 2025
Foundations Investment Advisors 2024 Q3 filed Oct. 21, 2024
Foundations Investment Advisors 2024 Q2 filed Aug. 2, 2024
Foundations Investment Advisors 2024 Q1 filed May 13, 2024
Foundations Investment Advisors 2023 Q4 filed Feb. 8, 2024
Foundations Investment Advisors 2023 Q3 filed Oct. 5, 2023
Foundations Investment Advisors 2023 Q2 filed July 19, 2023
Foundations Investment Advisors 2023 Q1 filed April 25, 2023
Foundations Investment Advisors 2022 Q4 filed Jan. 11, 2023
Foundations Investment Advisors 2022 Q3 filed Oct. 19, 2022

View all past filings

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